See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,667 | $183,592-79.5% | $155,567-75.8% | $145,959-74.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.03% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,256 | $5,315-76.4% | $4,674-73.1% | $4,661-73.0% |
| Participant deferral / active EE | $5,199 | $6,464-19.6% | $5,628-7.6% | $6,689-22.3% |
| Admin fee / account holder | $931 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |